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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 68 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 CNK CINEMARK HLDGS INC Communication Services 14,050.0 $327K 0.00% NEW $23.24 +15.4%
1342 CBOE CBOE GLOBAL MKTS INC Financial Services 1,300.0 $326K 0.00% -138.0 -9.6% $251.01 +44.6%
1343 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 8,929.0 $326K 0.00% +2K +27.7% $36.49 +1.6%
1344 UOCT INNOVATOR ETFS TRUST 8,331.0 $325K 0.00% NEW $39.04 +4.1%
1345 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,354.0 $324K 0.00% +2K +37.9% $38.73 -12.4%
1346 GALAXY DIGITAL INC. 14,453.0 $323K 0.00% -2K -12.2% $22.36
1347 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,272.0 $323K 0.00% +4K +44.2% $26.33 -10.6%
1348 ELF E L F BEAUTY INC Consumer Defensive 4,246.0 $323K 0.00% +1K +39.4% $76.04 -27.9%
1349 EQT EQT CORP Energy 6,010.0 $322K 0.00% +1K +23.0% $53.60 +7.2%
1350 HEICO CORP NEW 1,273.0 $321K 0.00% NEW $252.52
1351 URA GLOBAL X FDS 7,498.0 $320K 0.00% +904.0 +13.7% $42.73 +10.5%
1352 VMO INVESCO MUN OPPORTUNITY TR Financial Services 33,474.0 $320K 0.00% +2K +7.8% $9.57 -1.9%
1353 USRT ISHARES TR 5,609.0 $319K 0.00% NEW $56.95 +13.0%
1354 TRGP TARGA RES CORP Energy 1,730.0 $319K 0.00% +453.0 +35.5% $184.45 +48.9%
1355 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 802.0 $319K 0.00% NEW $397.65 -26.0%
1356 INNOVATOR ETFS TRUST 11,905.0 $318K 0.00% NEW $26.67
1357 MSA MSA SAFETY INC Industrials 1,982.0 $317K 0.00% NEW $160.15 +5.9%
1358 BEN FRANKLIN RESOURCES INC Financial Services 13,265.0 $317K 0.00% +3K +25.8% $23.89 +28.9%
1359 QQEW FIRST TR EXCHANGE-TRADED FD 2,229.0 $317K 0.00% +175.0 +8.5% $142.11 +1.7%
1360 FAUG FIRST TR EXCHNG TRADED FD VI 5,979.0 $317K 0.00% +813.0 +15.7% $52.95 +4.9%
Page 68 of 89  ·  1,778 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%